Creating a Newsletter That Clients and Prospects Will Actually Read
Let’s face it: we live in an over-communicated age. If earlier decades were an information desert, our current culture is an information rain-forest by comparison. You, your clients, and your prospects are inundated daily by the latest headlines and opinions
Ask Before You Hire: What Financial Advisors Need to Know about Digital Marketing Firms
Your financial advisory firm is growing; you’ve got a solid client base, and you’ve built an in-house team with a shared vision and the dedication to back it up. You’re ready to take your firm’s marketing efforts to the next
Best Practices for Refining Your Personal Brand
Let’s start with the obvious: the financial advisory business is a personal business. Our success depends on building relationships with our clients — relationships built on trust. And then, as financial planners and wealth managers, we must perform and communicate
What is Client Lifetime Value by Gretchen Halpin on Advisor Perspectives
Our Co-Founder Gretchen Halpin was featured in Advisor Perspectives about differentiating yourselves in the marketplace and how finding client lifetime value (CLV) can help financial advisors maximize their resources. Read the full article by clicking here.
How to Get Referrals without Sounding “Salesy”
Even people who sell for a living don't like to feel like they’re getting “sold,” right? Maybe that’s why so many of us find it difficult to ask for a referral. After all, we’ve just finalized the agreement, the contract
Technology and the Client Experience: Current Trends
Not so many years ago, if a financial advisory firm was able to offer a secure client portal for uploading documents and viewing account information on the website, the feature could be touted as a serious value-add. But now, secure
Telling Your Clients the Dimensional Story
Everybody loves a good story. And they love it even more when it helps them understand something they really need to know. As financial advisors, we sometimes get so caught up in the day-to-day “busyness” of our work and our
Defining Success: A Goal-Setting Framework for Your Advisory Team
What does success look like for you in 2021? That’s the question you want to answer for yourself when you embark on year-end planning. It always starts in November. Advisors frantically work to finish the year strong, while planning for the
Market Volatility: Does the Wait-and-See Approach to Communication Work?
Crisis situations are realities that every business or organization must be prepared to deal with — whether it’s a market downturn like the one we saw this past spring, or a major global event such as the coronavirus pandemic. Often,
Are You Thinking of COIs All Wrong?
This is a term that needs no definition or explanation. Whether we refer to them as the popular acronym "COIs," as referral sources, or as professional partners, it’s safe to say that "centers of influence" are an invaluable element of